Should I invest in Edelweiss Equity Savings Fund?

We don't give personal investment advice. Edelweiss Equity Savings Fund - Regular Plan - IDCW Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 7.0%. 5-year CAGR: 8.46%.

Edelweiss

Edelweiss Equity Savings Fund - Regular Plan - IDCW Option

Latest NAV

₹18.1949

As of

3 Jun 2026

2,345 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.00%	0.00%	+0.00	16 / 31	Q3
1W	-0.69%	-0.52%	-0.16	22 / 31	Q3
2W	-0.16%	-0.20%	+0.05	20 / 31	Q3
1M	-0.03%	-0.36%	+0.33	7 / 31	Q1
3M	+1.29%	-0.98%	+2.27	7 / 31	Q1
6M	+1.43%	-2.07%	+3.50	4 / 31	Q1
YTD	+0.76%	-2.02%	+2.78	7 / 31	Q1
1Y	+6.14%	+0.21%	+5.93	3 / 30	Q1
2Y	+7.56%	+1.92%	+5.64	3 / 29	Q1
3Y	+10.42%	+4.84%	+5.58	1 / 28	Q1
4Y	+10.11%	+4.52%	+5.59	2 / 24	Q1
5Y	+8.46%	+3.63%	+4.83	3 / 24	Q1
7Y	+7.62%	+4.64%	+2.98	8 / 24	Q2
10Y	—	—	—	—	—
Inception	+6.29%	+4.74%	+1.55	12 / 31	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+0.76%	-2.62%	+3.38	5 / 29
2025	+7.71%	+1.74%	+5.97	5 / 27
2024	+13.26%	+7.43%	+5.83	4 / 28
2023	+12.73%	+8.86%	+3.86	8 / 26
2022	+1.61%	-1.13%	+2.74	9 / 24
2021	+10.43%	+8.85%	+1.58	9 / 25
2020	+10.57%	+9.17%	+1.40	9 / 25
2019	-1.59%	+4.21%	-5.79	22 / 23
2018	-5.07%	-2.76%	-2.31	12 / 16
2017	+9.98%	+8.69%	+1.29	4 / 14
2016	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+6.36%

104 windows

min -7.8% · max 20.1%

79% positive

3-Year rolling

+6.50%

80 windows

min -2.4% · max 12.1%

91% positive

5-Year rolling

+6.68%

56 windows

min 2.7% · max 10.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+6.40%

31 windows

min 5.3% · max 8.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

4.05%

3-year · annualised

Sharpe ratio

0.87

vs risk-free 6.5%

Sortino ratio

1.77

Downside-only deviation

Max drawdown

-3.54%

Feb 2026 → Mar 2026

% positive months

80.6%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Equity Savings Fund

Scheme	Fund house	NAV	As of
SBI Equity Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹22.5225	3 Jun 2026
Invesco India Equity Savings Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹16.2477	3 Jun 2026
BANDHAN Equity Savings Fund - Regular Plan -Annual IDCW	Bandhan	₹12.3290	3 Jun 2026
quant Equity Savings Fund - IDCW Option - Regular Plan	Quant	₹10.3253	3 Jun 2026
Aditya Birla Sun Life Equity Savings Fund - Regular - IDCW	Aditya Birla Sun Life	₹13.0500	3 Jun 2026
Mirae Asset Equity Savings Fund Regular IDCW	Mirae Asset	₹12.2450	3 Jun 2026
Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option	Kotak	₹19.6748	3 Jun 2026
Edelweiss Equity Savings Fund - Regular Plan - Monthly - IDCW Option	Edelweiss	₹14.1907	3 Jun 2026
DSP Equity Savings Fund - Regular Plan - IDCW	DSP	₹11.9260	3 Jun 2026
HSBC Equity Savings Fund - Regular Monthly IDCW	HSBC	₹15.3237	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹18.1949
2 Jun 2026	₹18.1919
1 Jun 2026	₹18.1914
29 May 2026	₹18.2254
27 May 2026	₹18.3056
26 May 2026	₹18.3174
25 May 2026	₹18.3169
22 May 2026	₹18.2420
21 May 2026	₹18.2474
20 May 2026	₹18.2329

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Edelweiss Equity Savings Fund - Regular Plan - IDCW Option is ₹18.1949. It's a Equity Savings Fund from Edelweiss, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss Equity Savings Fund - Regular Plan - IDCW Option has NAV history starting from 28 Nov 2016, a track record of about 9 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Edelweiss Equity Savings Fund - Regular Plan - IDCW Option is managed by Edelweiss. It's classified by AMFI under the 'Equity Savings Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss Equity Savings Fund - Regular Plan - IDCW Option has delivered a absolute return of 6.14% — +5.93 pp ahead of the Equity Savings Fund category average of 0.21%. The fund ranks #3 of 30 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Edelweiss Equity Savings Fund - Regular Plan - IDCW Option has delivered a CAGR of 10.42% — +5.58 pp ahead of the Equity Savings Fund category average of 4.84%. The fund ranks #1 of 28 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Edelweiss Equity Savings Fund - Regular Plan - IDCW Option has delivered a CAGR of 8.46% — +4.83 pp ahead of the Equity Savings Fund category average of 3.63%. The fund ranks #3 of 24 in its category — the top (Q1) quartile.

₹1 lakh invested in Edelweiss Equity Savings Fund - Regular Plan - IDCW Option exactly 5 years ago would be worth approximately ₹150,055 today — a multiplier of 1.50×, based on the 5-year CAGR of 8.46%. The category average over the same window would have grown ₹1 lakh to ₹119,495.

A ₹10,000 monthly SIP in Edelweiss Equity Savings Fund - Regular Plan - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹749,117 today. That's an XIRR (money-weighted annualised return) of 8.81%.

Edelweiss Equity Savings Fund - Regular Plan - IDCW Option doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,150,917 — XIRR 8.84%.

On a 5-year basis, Edelweiss Equity Savings Fund - Regular Plan - IDCW Option ranks #3 out of 24 funds in the Equity Savings Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 3.63%; this fund delivered 8.46%.

The worst peak-to-trough decline Edelweiss Equity Savings Fund - Regular Plan - IDCW Option has experienced over the last 5-year window is 6.96% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Edelweiss Equity Savings Fund - Regular Plan - IDCW Option averaged 6.68% (best 10.58%, worst 2.68%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.41 — weak risk-adjusted performance.

In calendar year 2025, Edelweiss Equity Savings Fund - Regular Plan - IDCW Option returned 7.71% — beating the Equity Savings Fund category average of 1.74% by 5.97 pp. It ranked #5 of 27 in its category that year.

Edelweiss Equity Savings Fund - Regular Plan - IDCW Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Edelweiss Equity Savings Fund - Regular Plan - IDCW Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 7.0%. 5-year CAGR: 8.46%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.